Tax Expert (Reviewer) - Seasonal

The role

You will review individual and business tax returns for accuracy and compliance. You will also provide tax advice to clients and mentor tax preparers.

What you will do

• Review individual and business tax returns for accuracy, completeness, and compliance
• Use AI-enabled review tools as part of the workflow
• Conduct detailed quality assurance checks
• Oversee the finalization of tax filings and sign-off of returns
• Handle complex or escalated tax situations
• Support and mentor tax preparers through feedback and coaching
• Address key tax-related questions and escalations for clients
• Share process gaps and product feedback with leadership and product teams

Required qualifications

• Active EA or CPA credential
• Valid PTIN
• 5+ years of paid individual tax prep experience
• At least 60-90+ returns prepared in each of the last two tax seasons
• 2+ years experience reviewing moderate to high-complexity returns prepared by other tax professionals
• Proficient with professional tax software
• Experience working virtually with tax clients using client portals, e-signature platforms, secure document sharing, and online meeting tools
• Excellent written and verbal communication skills

Nice to have

• remote work experience

Before you apply

• All persons hired will be required to verify identity and eligibility to work in the United States
• Complete the required employment eligibility verification form upon hire

About the company

april is an embedded, year-round tax platform that provides white-labeled tools to power financial decisions. The company uses an AI-powered tax engine to deliver tax planning and filing through partner apps.